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- Tasks: Help clients navigate their retirement plans and provide tailored financial advice.
- Company: Join a regional financial planning firm dedicated to client success.
- Benefits: Enjoy full support from a back-office team and opportunities for networking.
- Why this job: Make a real impact on clients' lives while growing your expertise in retirement planning.
- Qualifications: 3+ years as a Financial Advisor with a Level 4 Diploma in Financial Planning required.
- Other info: Focus on existing clients and develop bespoke retirement strategies.
The predicted salary is between 36000 - 60000 £ per year.
This employed Retirement Planning Specialist job in Weybridge provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation. As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy. Majority of the cases will be with existing clients or enquiries specifically for this area of advice. You should also aim to help grow the client base through networking, referrals or converting company leads. You will act as the subject matter expert for retirement planning for the business and should have a detailed knowledge of this area of advice and the regulator guidelines. Plus, you will support other Financial Advisors with analysing the client’s overall financial picture, assessing their needs and developing bespoke plans. You will receive full paraplanning and administration support from their back-office team Retirement Planning Specialist Requirements You should have 3+ years’ experience as a Financial Advisor, preferably dealing with clients near, entering or in-retirement and have a specialist knowledge of the retirement planning market You should hold full Level 4 Diploma in Financial …
Retirement Planning Specialist employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Planning Specialist
✨Tip Number 1
Network with other financial advisors and professionals in the retirement planning space. Attend industry events or local meetups to build relationships that could lead to referrals and introductions to potential clients.
✨Tip Number 2
Stay updated on the latest regulations and trends in retirement planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing the best advice to clients.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise in retirement planning. Share valuable insights, articles, and tips that can attract potential clients and establish you as a thought leader in the field.
✨Tip Number 4
Consider offering free workshops or webinars on retirement planning topics. This can help you connect with individuals who are entering the decumulation stage and position you as a trusted advisor.
We think you need these skills to ace Retirement Planning Specialist
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Retirement Planning Specialist. Highlight your experience with clients in decumulation and your knowledge of retirement planning strategies in your application.
Tailor Your CV: Customize your CV to emphasize your 3+ years of experience as a Financial Advisor, particularly focusing on your work with clients nearing or in retirement. Include specific examples of how you've helped clients with their retirement income strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for retirement planning. Discuss your approach to client relationships and how you can contribute to growing the client base through networking and referrals.
Highlight Relevant Qualifications: Ensure you mention your Level 4 Diploma in Financial Planning prominently. If you have any additional certifications or training related to retirement planning, include those as well to strengthen your application.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Expertise
Make sure to highlight your experience and knowledge in retirement planning. Be prepared to discuss specific cases where you've successfully advised clients entering decumulation, as this will demonstrate your capability as a subject matter expert.
✨Understand the Client's Needs
During the interview, emphasize your ability to assess clients' overall financial pictures. Discuss how you approach understanding their unique needs and how you develop bespoke plans tailored to their retirement goals.
✨Network and Build Relationships
Since growing the client base is part of the role, share examples of how you've successfully networked or gained referrals in the past. This shows that you can contribute to the firm's growth and have a proactive approach to client acquisition.
✨Familiarize Yourself with Regulatory Guidelines
Demonstrate your knowledge of the regulatory guidelines related to retirement planning. Being well-versed in these regulations not only shows your professionalism but also reassures the interviewers of your commitment to compliance and ethical standards.
